Our team showcases a unique blend of personal, professional, and academic acumen; but we all share one passion: to inspire exceptional corporate performance. This passion is underpinned by our values, and delivered through the rich blend of experience and expertise our team offers. Read our story, to learn more about how SRA came to be.
She specializes in creating compliance solutions for small to mid-cap companies, helping business leaders and their shareholders navigate the increasingly complex regulatory environment. She applies over a decade of experience in the financial markets to serve companies, and also consults for transfer agents in matters related to industry best practices, development of policies and procedures, and employee training. She is an active member of the Securities Transfer Association and the Society of Corporate Secretaries & Governance Professionals.
Tony brings 25 years of experience to ClearTrust, including a dynamic tenure leading transfer agent services at one of the most respected agencies in the country. His areas of expertise include compliance, fraud prevention, dividend reinvestment, proxy tabulation, dividend payments, tax processing, cash management, private REIT processing and client relations.